Education brings opportunity. Expand your knowledge with The Rhodes Financial Group.
At the Rhodes Financial Group, we concentrate on comprehensive financial planning for individuals and business owners. Our services are focused on providing clients with advice on issues of advanced estate/asset protection strategies, wealth accumulation, estate tax payment techniques, personal risk management and investment analysis. After many years of using the "Endowment Approach", we continue to believe this methodology applied to individual clients remains the most effective in reaching their goals and objectives. The Rhodes Financial Group has been helping people plan their future and their legacy for over 22 years.
Our approach to personal financial planning is to obtain from clients significant financial and other relevant information including, but not limited to: time horizon, asset protection needs, risk tolerance, goals and objectives. Next, we analyze the information to develop alternatives for consideration and educate the client about the implications of selecting a particular alternative. Finally, we help to implement the alternative selected by the client and periodically review and update the plan that has been adopted.
It is our goal to become your chief financial advisor and to coordinate the efforts of your other advisors (e.g., CPA, attorney) in your best interests. We want you to be educated about your own financial affairs and to take a very active role in managing them.
The Rhodes Financial Group is not limited to the state of Texas, as we currently have clients in multiple states.
Managing risk is an extremely key component of a financial plan. We will review your Life insurance, Disability Insurance, Long-Term Care Insurance, as well as health, property and business insurance.
Growing your wealth requires tactical and strategic planning, along with a proper amount of management of expectations. Let us explain the endowment model of planning and see how it might fit into your unique situation.
Managing your company’s 401k program can seem complicated, but The Rhodes Financial Group will make it easy. Our time-tested benefit strategies will leave your employees in good standing.
Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.
The Rhodes Financial Group philosophy of financial planning is to gather reliable information about a client’s personal financial situation; to determine the client’s goals and objectives, time horizon, and risk tolerance; to analyze all of the foregoing information in a truly objective manner and to develop recommendations for clients based upon this thorough analysis and in the interest of rendering disinterested advice. In a personal financial planning engagement, we endeavor to consistently act in the best interest of our client and to place his/her interests above ours.